Roberto Martinez Email & Phone Number

United States

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Orlando, Florida, United States

United States

Ottawa, Canada Area

Ottawa, Ontario, Canada

Understand what matters to you to provide a comprehensive and written strategy to execute and help you achieve multiple financial goals at the same time. Uncover your best options during accumulation and de-accumulation phases of investment and retirement path. Utilize tax efficient approach to protect your and your family's wealth and legacy. Evaluate market and inflation risks for your short and long term investment strategy.

Ottawa, Ontario, Canada

Setup customized plan to help families achieve multiple financial goals at the same time. Address every aspect of client's finances to provide a sound written strategy to execute. Everyday banking, Credit, Emergency funds, kids education, Investment and Retirement as well as Wealth Protection.

Ottawa, Canada Area

Provided in-depth analysis of bank accounts, investments, cash management, payroll and point of sale to portfolio of 300 commercial clients in Ottawa and surroundings. Served as key point of contact to 24 branches with control of commercial accounts. Worked closely with area manager and wealth management partners to acquire new business.

Ottawa, Canada Area

Managed branch with 6 direct reports, 6000 personal clients and 1000 commercial clients with $1MM revenue, balances of $50MM, and loan and mortgages of over $100MM.

Ottawa, Canada Area

Worked as one of four financial solutions providers in city’s largest branch, Main Branch, with over 15K personal and 8K commercial clients. Granted and administered complex loans of up to $250K and mortgages of up to $1MM.

Ottawa, Canada Area

Assisted personal and commercial clients at Main Branch with everyday banking transactions such as bill payments, wire transfers, investigations, foreign exchange and credit card applications. Handled cash flow of $5K requiring daily balance.

Canadian Securities Course, Investments And Securities

Branch Compliance Officer, Investments And Securities

Investments Funds In Canada, Investments And Securities

Diploma, Computer Programming

Chemical Machinery Engineering